VERITY Wealth Advisors’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

VERITY Wealth Advisors’s Portfolio SUB Stock Details SUB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$268K	Hold	2,568	–	–	0.16%	68
2026 Q2	$273K	Hold	2,568	–	–	0.17%	69
2026 Q1	$273K	Hold	2,568	–	–	0.18%	67
2025 Q4	$274K	Hold	2,568	–	–	0.17%	71
2025 Q3	$274K	Hold	2,568	–	–	0.17%	70
2025 Q2	$273K	Hold	2,568	–	–	0.18%	71
2025 Q1	$271K	Hold	2,568	–	–	0.2%	66
2024 Q4	$271K	Sell	2,568 -7,760	-75%	-$820K	0.2%	63
2024 Q3	$1.1M	Hold	10,328	–	–	0.77%	27
2024 Q2	$1.08M	Hold	10,328	–	–	0.81%	23
2024 Q1	$1.08M	Buy	10,328 +2,568	+33%	+$270K	0.83%	24
2023 Q4	$818K	Buy	+7,760	New	+$807K	0.7%	30
2019 Q4	–	Sell	-2,713	Closed	-$289K	–	52
2019 Q3	$289K	Buy	+2,713	New	+$290K	0.28%	43

Other funds holding SUB

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

TIAA-CREF Individual & Institutional Services New York $29.5B AUM

CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

VERITY Wealth Advisors's SUB Position: Q3 2026 in Review

VERITY Wealth Advisors held its iShares Short-Term National Muni Bond ETF (SUB) position steady in Q3 2026 at 2,568 shares worth $268K. The position accounts for 0.16% of the portfolio, ranked #68.

VERITY Wealth Advisors first reported a position in SUB in Q3 2019 and has held it in 13 quarters since. The position peaked at $1.1M in Q3 2024. 844 funds tracked by Wall St. Rank hold SUB as of Q3 2026.

VERITY Wealth Advisors held 2,568 shares of iShares Short-Term National Muni Bond ETF worth $268K as of Q3 2026.
VERITY Wealth Advisors left its iShares Short-Term National Muni Bond ETF share count unchanged in Q3 2026.
iShares Short-Term National Muni Bond ETF made up 0.16% of VERITY Wealth Advisors's portfolio in Q3 2026, its #68 holding.
VERITY Wealth Advisors first reported a position in iShares Short-Term National Muni Bond ETF in Q3 2019 and has held it in 13 quarters since.
VERITY Wealth Advisors's iShares Short-Term National Muni Bond ETF position peaked at $1.1M in Q3 2024.
844 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q3 2026.

Based on VERITY Wealth Advisors's 13F filing for Q3 2026, filed 12 Nov 2026.